See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,664 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $1,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,641 | $46,553-8.4% | $64,056-33.4% | $75,163-43.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.78% | 26.03%-9.3pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,780 | $1,974+91.5% | $2,747+37.6% | $2,670+41.6% |
| Participant deferral / active EE | $7,053 | $2,837+148.7% | $3,880+81.8% | $4,125+71.0% |
| Admin fee / account holder | $66 | $2,952-97.8% | $3,068-97.9% | $5,651-98.8% |